Good evening, you're tuned in to Markets Desk.
Green Thumb Industries is drawing renewed attention from value-oriented investors, with some analysts arguing the cannabis operator could have as much as one hundred percent upside from current levels. Unlike most of its sector peers, Green Thumb is actually profitable, and its growth story doesn't hinge entirely on federal legalization — a rare distinction in a space that has punished speculative bets hard.
Shifting to digital assets, a new stablecoin called Open USD is positioning itself as a direct challenger to Circle's USDC, which currently dominates the dollar-pegged token market. The differentiating pitch here is a revenue-sharing model that would return yield to holders — something Circle does not offer — and that structure could be compelling enough to pull institutional and retail users away from the incumbent.
And in prediction markets, the World Cup has done something remarkable: it sent trading volumes on both Kalshi and Polymarket to record highs in June, while a newer platform called Rothera managed two billion dollars in volume on its own. This signals that event-driven prediction markets are graduating from niche curiosity to a genuine and scalable asset class worth watching closely.
That's the tape. Markets Desk, signing off the floor.
